CHINESE WALL
Ethical barrier placed between several divisions of a company or financial institution to avoid conflict of interest. It exists to restrict access to nonpublic material information. The "wall" is enforced to prevent leakage of corporate inside information, which might affect the advice given to clients making investments, as well as to allow staff to take advantage of facts not yet known to the general public.
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Cash Refund Annuity
Annuity contract which gives the funds back to the beneficiary should the annuitant die too early. It has a provision stipulating if the annuitant ...
Designated Roth Account
A retirement plan in which employees can have all or a portion of contributions to a 401(k) or 403(b) placed into a separate Roth retirement accoun ...
Research Note
A statement from a broker or other investment advisory service discussing a particular security, market, or news item. A research note is usually m ...
SCOR
Small corporate offering registration (SCOR) is a kind of corporate securities registration. Its purpose is to cut down the paperwork requirements ...
E-Meeting
Meeting occurring over an electronic medium. The most common type of e-meeting is conducted via web-based software, allowing individuals and groups ...
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SEE FOREX TUTORIAL
A Guide to Your Personal Income Tax: Essentials
In the United States, the progressive tax system is one of the most important yet misunderstood concepts of tax planning. Whenever people are asked ...
Buying a Home: Getting Pre-Approved for a Mortgage
You have determined the amount needed to buy the home of your dreams. Now, figure out the amount a bank can lend you. The rationale behind this is ...
A Guide to Your Personal Income Tax: Common Filing Mistakes
Failure to file the return on time is the most common mistake committed by taxpayers. Here are some of the other mistakes, which can cost you a lot ...
A Guide to Income Tax: Overlooked Credits and Cuts
The US tax code changes from time to time, and majority of taxpayers cannot name at least three of the most common deductible expenditures. On that ...
Principles of Trading: Well Known Trading Instruments
Traders look at two primary factors when choosing the instruments they desire to trade: liquidity and volatility. Liquidity is the extent to which ...
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